securities analyst

Securities analysts perform research activities to gather and analyse financial, legal and economic information. They interpret data on the price, stability and future investment trends in a certain economic area and make recommendations and forecasts to business clients.

ESCO Code

2413.1.4

NACE Code

64.99 - Other financial service activities, except insurance and pension funding n.e.c.

66.19 - Other activities auxiliary to financial services, except insurance and pension funding

64.31 - Activities of money market and non-money market investments funds

66.3 - Fund management activities

Alternative Labels

bonds analyst

securities research analyst

rating analyst

corporate securities research analyst

shares analyst

stock analyst

securities research director

Regulatory Aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database:

http://ec.europa.eu/growth/single-market/services/free-movement-professionals/qualifications-recognition_en

Skills & Competences

Essential Skills and Competences

advise on investment analyse economic trends analyse financial risk analyse market financial trends collect financial data consult information sources develop investment portfolio monitor stock market obtain financial information review investment portfolios

Essential Knowledge

actuarial science asset management economics financial markets financial products fundamental analysis investment analysis modern portfolio theory quantitative analysis securities stock market

Optional Skills and Competences

advise on financial matters communicate with banking professionals consult credit score create a financial plan examine credit ratings forecast economic trends handle financial transactions interpret financial statements liaise with board members liaise with managers perform stock valuation present reports provide cost benefit analysis reports

Optional Knowledge

Monte Carlo simulation banking activities commercial law cryptocurrency financial statements international financial reporting standards investment banking statistics

Skills Group Share

Concept status

Concept Uri

http://data.europa.eu/esco/occupation/076d23f3-a689-4f1a-8b55-ae870c9aaa85

Status

released

Occupations